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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,080 |
CADARET GRANT & CO INC2+ years Filed as: CADARET GRANT & COMPANY INC Service code 71 110 W FAYETTE STREET · SYRACUSE, NE 13202 | Brokerage Fees | $3,685 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERV Service code 17 · EIN 15-0405820 BPAS TPA SERVICES · SYRACUSE, NY 13204 | Pension Consulting | $980 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES OF AMERICA Service code 71 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,187 | $46,732-80.3% | $156,551-94.1% | $55,167-83.3% |
| Participation rate | 54.2% | 65.8%-11.6pp | 84.0%-29.8pp | 69.0%-14.8pp |
| Annual return | 7.80% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,727 | $2,204-21.7% | $4,871-64.5% | $3,054-43.5% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |